Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5483 Cr | ₹3612 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 Feb 1995 | 09 Jan 2007 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 Large MidCap Index | NIFTY Large Midcap 250 TRI |
Turn Over | 62% | % |
Expense Ratio | 1.9 | 1.9 |
Manager | Atul Penkar | Sanjeev Sharma |
ISIN Code | INF209K01165 | INF966L01341 |
Exits Load | Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | 7.21% | 7.33% |
6 Month | -14.5% | -17.34% |
1 Year | 3.51% | -4.96% |
3 Year | 7.98% | 15.23% |
5 Year | 22.86% | 29.42% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | -4.96% | -6.71% |
1 Year | -10.93% | -19.49% |
3 Year | 11.66% | 15.33% |
5 Year | 12.72% | 19.87% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 15.78% | - |
3 Year | 14.79% | - |
5 Year | 15.2% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 13.91% | 16.673% |
Sharp | 0.06% | 0.777% |
Beta | 1% | 1.094% |
Alpha | -8.24% | 4.454% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Atul Penkar | Sanjeev Sharma |
Total AUM | ₹21393 Cr | ₹39731 Cr |
Funds Managed | 3 | 22 |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 2.77 | 12.41 |
Large Cap | 48.74 | 46.43 |
Mid Cap | 35.77 | 40.82 |
Small Cap | 12.72 | 0.34 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 1.58 | 12.41 |
Energy | 4.63 | 9.95 |
Industrials | 13.77 | 16.07 |
Technology | 6.94 | - |
Consumer Cyclical | 22.59 | 6.97 |
Healthcare | 7.69 | 6.82 |
Financial Services | 23.27 | 14.03 |
Basic Materials | 9.36 | 9.3 |
Utilities | 2.79 | 4.37 |
Consumer Defensive | 2.11 | 18.28 |
Real Estate | 1.97 | - |
Communication Services | 3.32 | 1.8 |
Top Comparisons
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns19.49%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns20.98%
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns6.49%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns6.38%
ICICI Prudential Global Stable Equity Fund (FOF) - Growth
3Y Returns7.52%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns7.54%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns6.97%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.06%